AFP

Ausdal Financial Partners Portfolio holdings

AUM $2.05B
1-Year Est. Return 15.74%
This Quarter Est. Return
1 Year Est. Return
+15.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$734M
AUM Growth
+$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$5.16M
3
+$4.69M
4
TWTR
Twitter, Inc.
TWTR
+$4.51M
5
CAT icon
Caterpillar
CAT
+$4.23M

Top Sells

1
+$14.1M
2
+$8.04M
3
+$3.1M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.64M
5
XYZ
Block Inc
XYZ
+$2.47M

Sector Composition

1 Technology 8.93%
2 Consumer Discretionary 5.47%
3 Communication Services 4.55%
4 Financials 3.79%
5 Healthcare 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.72M 0.23%
34,819
+1,906
127
$1.72M 0.23%
14,057
+512
128
$1.66M 0.22%
57,646
+8,869
129
$1.66M 0.22%
12,384
+654
130
$1.62M 0.22%
61,154
-8,197
131
$1.6M 0.21%
8,766
+189
132
$1.59M 0.21%
111,078
-87,607
133
$1.59M 0.21%
31,138
-1,534
134
$1.57M 0.21%
13,383
-31
135
$1.55M 0.21%
32,190
+1,575
136
$1.54M 0.21%
6,913
+3,554
137
$1.52M 0.2%
25,665
-1,118
138
$1.5M 0.2%
89,717
+404
139
$1.5M 0.2%
+33,056
140
$1.5M 0.2%
11,325
+721
141
$1.5M 0.2%
+36,301
142
$1.48M 0.2%
24,500
-460
143
$1.47M 0.2%
2,595
-213
144
$1.47M 0.2%
8,435
+443
145
$1.46M 0.2%
32,139
+2,704
146
$1.45M 0.19%
8,031
+735
147
$1.45M 0.19%
37,068
-4,177
148
$1.43M 0.19%
4,679
-48
149
$1.43M 0.19%
23,376
-1,314
150
$1.42M 0.19%
23,688
+1,722
4 5
6
7 8